Jb Wealth Management LLC

Jb Wealth Management LLC (CRD# 145423) is a financial advisory firm headquartered in , . They manage $4,038,724 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Jb Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
James R. Bresnahan
CRD#: 5482191
McKinney, TX

James Bresnahan (CRD# 5482191) is an Investment Advisor Representative working at Jb Wealth Management LLC in McKinney, TX and has over 10 years of experience in the finance industry.

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